An invitation to a relationship with us
Shorewood Financial Services uses an organized planning approach to engineer solutions to help you achieve your financial dreams.
Combining our knowledge and more than 50 years of collective experience with the resources of one of the world’s largest financial services companies, we help you design a portfolio that encompasses all aspects of your life and that can help enable your portfolio to impact generations to come.
Our commitment to you
• We are committed to maintaining relationships through open, honest communication and a comprehensive understanding of your financial situation. It’s not only about stocks, bonds and mutual funds. It’s about efficiently handling your requests, returning your phone calls and discussing whatever financial matters are on your mind.
• We can assist you with all aspects of wealth management, including retirement planning, investment planning and management, education funding strategies, charitable giving, estate planning strategies1, and more.
• We are committed to a disciplined and conservative approach to help in the support of the goals you
• We believe the ongoing review of your plan is critical to helping grow and preserve assets.
• We hold to a high degree of integrity and trust in our relationships with our clients and their financial team.
• We will work with your entire client team in mutual cooperation to help you achieve your investment goals.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.